FA News Articles

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5 Steps To Increase College Savings

by FA Staff

Parents plan to cover 64 percent of their children’s college costs, but are on track to reach just 28 percent of that savings goal, says Fidelity.

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Pamela Sandy Named FPA President-Elect

by FA Staff

The FPA today announced that Pamela Sandy has been elected as its president-elect for 2015.

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Scout’s Honor: Girls Beat Boys In Financial Literacy

by

Boy Scout devotees be prepared for a comeuppance: When it comes to financial literacy merit badges and other awards, Girl Scouts out earn their male peers over six to one.

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Welch And Kleintop Leaving LPL

by FA Staff

Financial Advisor magazine has learned that Fortigent's Scott Welch will be the latest high-profile executive leaving an LPL Financial's investment unit.

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Jackson National Takes Big Lead On Variable Annuities As Rivals Scale Back

by

Prudential Plc, the largest U.K. insurer by market value, extended its lead in U.S. variable annuity sales at its Jackson National Life unit as rivals scaled back.

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Edward Jones Sponsors University Program To Train Future Brokers

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Edward Jones, the 92-year-old St. Louis brokerage, is looking to head off a projected shortfall of financial advisors by sponsoring training classes at U.S. universities.

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Pimco Bolsters Equities Staff, Names Tuttle As Trading Head

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Pimco, Bill Gross’s bond firm that’s expanding into stocks, named Melissa Tuttle as global head of equity trading and added staff in its latest effort to bolster the business.

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Triad Advisors Introduces New Platform

by FA Staff

Triad Advisors has a new platform to assist fee- and commission-based independent financial advisors with regulatory and compliance issues.

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Prudential Auditor Who Romanced Actress Stefanie Powers Dies At 72

by

Thomas Carroll, who announced his retirement in June as chief auditor at Prudential Financial and had a brush with celebrity through his 14-year relationship with actress Stefanie Powers, has died.

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Accounting Oversight Board Says Broker-Dealer Audit Lapses Widespread

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The Public Company Accounting Oversight Board says lapses in B-D audits continue to be widespread four years after it was given the responsibility of reviewing the reports by the Dodd-Frank Act.

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